Plan Snapshot
- Plan Sponsor: Area Five Agency On Aging & Community Services, INC.
- Sponsor EIN: 237444508
- Sponsor Address: 1801 SMITH STREET, LOGANSPORT, IN, 46947
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 124 | $2.8M | $50,839 | $117,459 |
| 2023 | 121 | $3.1M | $163,504 | $82,512 |
| 2022 | 119 | $2.6M | $151,507 | $90,248 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $13,144 | $13,144 | — | — | — |
| 2023 | $13,371 | $13,371 | — | — | — |
| 2022 | $14,714 | $14,714 | — | — | — |